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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,936 | $127,387-1.1% | $115,038+9.5% | $125,389+0.4% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -1.01% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,660 | $5,166-67.9% | $4,608-64.0% | $4,866-65.9% |
| Participant deferral / active EE | $4,428 | $6,423-31.1% | $6,026-26.5% | $5,352-17.3% |
| Admin fee / account holder | $43 | $9,516-99.5% | $8,175-99.5% | $9,541-99.6% |